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CIK: 0000943442
Total reported value
$823.0M
$823.0M
177 檔
25.3%
In Q3 2025, Orange Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $823.0M, distributed across 177 disclosed stock positions.
During Q3 2025, Orange Investment Advisors, Inc. performed routine portfolio adjustments (6 new buys, 16 additions, 28 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | -0.15% | -6.37% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 4.61% | -0.25% | +6.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.51% | -0.28% | -2.58% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.81% | +0.93% | -0.11% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.64% | -0.24% | +6.48% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.02% | -4.65% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.09% | -0.79% | -1.35% | |
| 8 | OBT | Orange County Bancorp Inc | Stock-Other | 3.05% | +0.34% | — | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.94% | +0.13% | -3.34% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 2.92% | +0.99% | +7.80% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.01% | -1.11% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 2.02% | +1.25% | -2.60% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.02% | -3.17% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.94% | — | -2.80% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | -0.12% | -1.46% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.53% | -0.01% | -3.14% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.10% | -1.37% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.02% | +0.15% | |
| 19 | CIEN | Ciena CORP | Stock-Tech | 1.22% | +0.01% | -8.99% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.10% | -1.18% | |
| 21 | AZO | Autozone Inc | Stock-Consumer Disc | 1.17% | -0.12% | -2.49% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 1.15% | +0.03% | +4.65% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.11% | +0.23% | -8.07% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.09% | -0.46% | -2.95% | |
| 25 | GTLS | Chart Industries Inc | Stock-Industrials | 1.07% | -0.01% | -8.52% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.06% | +0.08% | -4.19% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.12% | +5.31% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | -0.06% | -3.71% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 1.02% | -0.17% | -0.04% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.99% | -0.08% | +0.19% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.06% | -0.93% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.92% | +0.01% | +5.28% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.24% | -1.33% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.89% | -0.08% | -0.21% | |
| 35 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.88% | -0.07% | +8.82% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.20% | +0.35% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.87% | -0.05% | +4.75% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.82% | +0.01% | +4.58% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.77% | -0.78% | -4.65% | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.11% | +13.42% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.69% | +0.07% | +1.08% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.04% | -1.41% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.68% | +0.02% | -5.71% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.68% | -0.59% | EXIT | |
| 45 | GWW | Ww Grainger Inc | Stock-Industrials | 0.68% | +0.07% | -1.25% | |
| 46 | FLR | Fluor CORP | Stock-Industrials | 0.67% | -0.02% | -3.99% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.67% | +0.11% | -7.72% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.66% | -0.02% | -0.91% | |
| 49 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.61% | -0.48% | EXIT | |
| 50 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.61% | -0.05% | -5.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -6.37% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | -3.34% | Add |
| 3 | AVGO | Broadcom Inc | +0.8% | -2.80% | Trim |
| 4 | XLK | Ss Technology Select Sector | +0.6% | +7.80% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | -2.58% | Trim |
| 6 | CIEN | Ciena CORP | +0.5% | -8.99% | Trim |
| 7 | KLAC | Kla CORP | +0.3% | -2.60% | Trim |
| 8 | NEE | Nextera Energy Inc | +0.3% | +2.62% | Add |
| 9 | PWR | Quanta Services Inc | +0.3% | -3.53% | Add |
| 10 | DUK | Duke Energy CORP | +0.3% | +2.49% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.2% | -7.72% | Trim |
| 12 | META | Meta Platforms Inc-class A | +0.2% | -1.46% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | -2.71% | Trim |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +13.42% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +5.31% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | -5.71% | Trim |
| 17 | MS | Morgan Stanley | +0.1% | -4.19% | Trim |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | -0.91% | Add |
| 19 | GTLS | Chart Industries Inc | +0.1% | -8.52% | Trim |
| 20 | XLY | Ss Consumer Disc Select Sect | +0.1% | +5.28% | Add |
| 21 | CBRE | Cbre Group Inc - A | +0.1% | -5.07% | Add |
| 22 | AXP | American Express Co | +0.1% | -3.14% | Trim |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.1% | +4.75% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | -1.33% | Add |
| 25 | URI | United Rentals Inc | 0% | -8.07% | Trim |
| 26 | ABBV | Abbvie Inc | — | -1.18% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -3.17% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -1.11% | Trim |
| 29 | AAPL | Apple Inc | -0.1% | -4.65% | Trim |
| 30 | OBT | Orange County Bancorp Inc | -0.2% | — | Trim |
| 31 | GWW | Ww Grainger Inc | -0.3% | -1.25% | Trim |
| 32 | PLD | Prologis Inc | -0.3% | -7.89% | Trim |
| 33 | CSX | Csx CORP | -0.3% | -11.52% | Trim |
| 34 | SPSB | Ss Spdr P St C CORP ETF | -0.3% | +6.48% | Add |
| 35 | ADBE | Adobe Inc | -0.3% | -0.21% | Trim |
| 36 | CMG | Chipotle Mexican Grill Inc | -0.4% | +3.27% | Trim |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | -0.4% | +6.16% | Add |
| 38 | DHR | Danaher CORP | -0.4% | -4.65% | Trim |
| 39 | CRM | Salesforce Inc | -0.4% | +0.35% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.4% | -2.95% | Trim |
| 41 | MRSH | Marsh & Mclennan Cos | -0.4% | +0.19% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.9% | -1.41% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.9% | -0.11% | Trim |
| 44 | ISRG | Intuitive Surgical Inc | -1% | -1.35% | Trim |
| 45 | TTWO | Take-two Interactive Softwre | — | NEW | New buy |
| 46 | NFLX | Netflix Inc | — | NEW | New buy |
| 47 | NOW | Servicenow Inc | — | NEW | New buy |
| 48 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 50 | ROK | Rockwell Automation Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Orange Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $823.0M across 177 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPIB, MSFT) accounted for 25.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
TTWO
市值: $5.9M
Top Position Liquidated / Trimmed
LLY
前期市值: $39.8M
During Q3 2025, Orange Investment Advisors, Inc.'s top holdings by market value included NVDA (5.1%)、SPIB (4.6%)、MSFT (4.5%). The largest single position, NVDA, represented 5.1% of total portfolio value.
In Q3 2025, Orange Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 16 positions, trimming 28 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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